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I want to download a Master list of patients

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  • Ayelette

    Hi Sue,

    Thank you for reaching out directly to our team. I see that my colleague Lisa was able to provide assistance.

    For general information, the Account Owner on an account can export the contact information for all clients by going to Settings > Data Export. For more information on this feature, feel free to check out this Help Center guide: Data Export: Exporting client information.

    For future reference, although we're periodically monitoring the Community Forum, this is also a place for customers to exchange ideas and engage with one another on how to best use our platform, and we appreciate you acting as resources for one other. The quickest way to get support for account-specific questions is to send us a help request by clicking the blue question mark > Get Help option on the lower right of your SimplePractice account. For more details, feel free to check out this Help Center guide: Logging in to SimplePractice and submitting help requests. You can also reach us on our Live Chat feature, offered Monday - Friday, 6am - 7pm PT with a few exceptions for company meetings (you can view the full Live Chat details here). 

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